Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Palma is a financial professional with over 27 years of experience in the securities industry. Charles is registered with Park Avenue Securities LLC and has held previous registrations with MetLife Securities Inc., Metropolitan Life Insurance Company, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Charles is also a Chartered Financial Consultant. Charles specializes in working with high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/20/2025 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
06/09/2000 - 02/18/2011
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
06/09/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
WI
01/03/1995 - 06/08/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/03/1995 - 06/08/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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